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Quarterly Program Commentary | Apr. 2018
Quarterly Program Commentary | Apr. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist shares how volatility returned to the markets this quarter and what strategies we implemented to protect our clients’ portfolios.
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Women and Wealth: Personalization Matters
Women and Wealth: Personalization Matters
Regardless of gender, a good financial plan is one that is unique to you and the goals you set for yourself. But a financial plan that works for the man in your life may not automatically work for you.
Quarterly Program Commentary | Feb. 2018
Quarterly Program Commentary | Feb. 2018
This quarter, Wayne Gillespie, Director & Senior Portfolio Strategist discusses positive performance in the markets and what detracted from growth.
Are your heirs in the dark?
Are your heirs in the dark?
A lack of communication between parents and children may be leaving inheritors are in the dark about their financial future and many benefactors risk not having their wishes carried out as planned.
Opportunity Exists in Retail
Opportunity Exists in Retail
Kim Shannon, the investment specialist for our North American Value equity mandate, reflects on what worked well in 2017 and how hype can reveal opportunity where least expected.
Understanding the Black Box
Understanding the Black Box
Sometimes quantitative modeling can feel like a black box. Tim Rudderow, President, CEO & CIO of Mount Lucas Management, gives an example that highlights how this approach may complement a portfolio.
Understanding Tax Overlay Management
Understanding Tax Overlay Management
Taxation on non-registered investments can significantly impact the value of your portfolio over time. So it’s always wise to minimize the tax you pay when you can.
When aging parents need financial help
When aging parents need financial help
When you think of parents becoming seniors and getting older, typical concerns around health issues come to mind. But financial issues can also arise. This article explores some of the ways adult children can help.
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